PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl

PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 21 March, 2018. The fund is managed by Puneet Pal, Anandha Padmanabhan Anjeneyan, Vinay Paharia. This fund gives you the benefit of diversification.

1. PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl has ₹211 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.8.
   

PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl has given a CAGR return of 21.19% since inception. Over the last 1 year the fund has given a CAGR return of 25.31%.

PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Consumer Cyclical, Industrial, Health, Communication, Consumer Defensive, Energy, Basic Materials, Utilities.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. PGIM India Hybrid Equity Fund - Direct Plan - Annual Payout Inc Dist cum Cap Wdrl has no lock in period.